Recent economic conditions have demonstrated the importance of monitoring investment dollars as many professionals have lost 40% or more of their retirement fund during this past year. This program will present methods to retain and attain wealth, and to prepare financially for retirement. Key topics discussed include: amassing and investing money, tax-wise strategies, investment protocols that consider temperament and risk-tolerance, goal setting, saving premium dollars on insurance, debt reduction strategies, educational instruments for college funding, monitoring performance, and selecting advisory relationships and money managers. How to analyze real estate, stocks, bonds, and the timing of when to buy them will also be reviewed.

Speaker Biography